Treatment of Annual Prospectus Updates for Existing Investors, and Improved Fee and Risk Disclosure for Mutual Funds and Exchange-Traded Funds; Fee Information in Investment Company Advertisements

Tyler Gellasch; Jeff Mahoney; Jim Allen

6 November 2020 Comment Letter

Treatment of Annual Prospectus Updates for Existing Investors, and Improved Fee and Risk Disclosure for Mutual Funds and Exchange-Traded Funds; Fee Information in Investment Company Advertisements

Tailored Shareholder Reports

Tyler Gellasch, Jeff Mahoney, and Jim Allen, CFA

CFA Institute along with Healthy Markets and Council of Institutional Investors comments on investment manager disclosures to the SEC on Tailored Shareholder Reports.

View Comment Letter

Publisher Information

CFA Institute